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Peter Keller, CFP® of Pure Financial Advisors gives an overview of The American Rescue Plan Act of 2021, the $1.9 trillion bill set to provide fiscal relief in response to the ongoing COVID-19 pandemic. Peter provides a quick breakdown of the benefits, supplements, credits, and programs this bill offers (and those it doesn’t), and what […]
Click a link to view updates: Letter to Clients, March 9, 2021: Important Update on COVID-19 Letter to Clients, June 16, 2020: Important Update on Pure Financial’s Offices Reopening Video presentation: June 16, 2020: Market Update, Commentary, and Questions Answered Podcast, June 15, 2020: Can You Do a Coronavirus-Related Distribution to Roth Conversion? Read Brian […]
In this Q2 2020 quarterly market review and financial markets update, Pure Financial Advisors’ Executive Vice President and Director of Research, Brian Perry, CFP®, CFA®, provides a stock market analysis and looks at overall financial market activity in the second quarter of 2020: Quarterly Market Summary Long-Term Market Summary World Stock Market Performance Second Quarter […]
Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, discuss COVID-19 and the economy, the state of the financial markets, and a look ahead at what November 2020 elections might bring. Following the presentation Joe and Brian answer attendee questions. Click to download […]
Should market volatility and the economic downturn due to the COVID-19 pandemic change where you save for retirement? Should contributions go to pre-tax accounts or to post-tax Roth accounts? Plus, Coronavirus related distributions, how to use a PPP loan to pay your self-employed self, backdoor Roth IRA conversions, and strategies for funding a Roth IRA […]
Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, discuss where the financial markets are now and the challenges ahead of us. Following the presentation Joe and Brian answer attendee questions. Click to download Brian Perry’s full slide presentation. 00:00 – Intro 02:47 […]
In this jam-packed episode of the Your Money, Your Wealth® podcast, stimulus payments for self-employed, dependents, and those who message us on Facebook, plus, the paycheck protection program, coronavirus-related distributions, Roth and Backdoor Roth conversions, tax-loss harvesting, and the solo 401(k). Subscribe to the YMYW podcast Subscribe to the YMYW podcast newsletter FOLLOW US: YouTube […]
Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, answer attendee questions and the most common questions we’ve received about investing strategies in a time of market volatility, as well as the economy, recession, the stock market, and the bond market. The Most […]
In these volatile markets, pitches for fixed indexed annuities will be on the upswing. Here’s how to analyze them for yourself. Plus, CARES Act stimulus payments for kids, retirement account distributions, and rethinking your retirement savings strategy. Also, SECURE Act stretch IRA rules, evaluating long term care insurance options, and why thrift savings plan (TSP) […]
Market update, commentary and client questions from Tuesday, April 14, 2020 with Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA. Download Brian Perry’s full slide presentation. 03:00 – Is the CARES Act Helping the Economy Yet? 03:40 – US GDP 2017-2020 04:05 […]
Market update, commentary, a recap of the CARES Act 2020 federal stimulus package, and answers to client questions from Tuesday, March 31, 2020 with Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA. Download Brian Perry’s full slide presentation. 00:00 – Introduction 02:54 […]
As the COVID-19 situation continues to evolve, and its ramifications reverberate through the economy and financial markets, we want to keep you abreast of the latest developments and Pure’s response to this situation. The Senate just passed a landmark bill, so here we want to examine what the stimulus package might mean to you and […]
Market update, commentary and client questions from Tuesday, March 24, 2020 with Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA. Download Brian Perry’s full slide presentation. 00:00 – Introduction 01:24 – Pure’s latest actions regarding COVID-19: protecting the health and safety of […]
The impact of the COVID-19 Coronavirus pandemic on the financial markets and your retirement investment portfolio: in this live webinar presentation to clients of Pure Financial Advisors, Inc. on Tuesday, March 17, 2020, Pure’s President, Joe Anderson, CFP® and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, discuss the current state […]
